BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.42M
3
+$3.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.73M
5
JBLU icon
JetBlue
JBLU
+$2.14M

Top Sells

1
+$6.95M
2
+$6.24M
3
+$3.76M
4
BND icon
Vanguard Total Bond Market
BND
+$2.06M
5
AKAM icon
Akamai
AKAM
+$1.65M

Sector Composition

1 Financials 16.74%
2 Consumer Discretionary 14.44%
3 Healthcare 11.31%
4 Industrials 11.25%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$48K 0.01%
725
302
$48K 0.01%
443
303
$48K 0.01%
250
304
$47K 0.01%
1,050
305
$47K 0.01%
1,385
-6,490
306
$46K 0.01%
1,520
307
$45K 0.01%
560
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308
$45K 0.01%
1,613
-41
309
$44K 0.01%
395
310
$44K 0.01%
378
311
$43K 0.01%
300
312
$42K 0.01%
272
313
$42K 0.01%
480
314
$42K 0.01%
280
315
$41K 0.01%
433
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316
$41K 0.01%
750
317
$40K 0.01%
2,840
318
$39K 0.01%
115
319
$39K 0.01%
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320
$39K 0.01%
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321
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322
$38K 0.01%
828
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323
$37K 0.01%
815
324
$37K 0.01%
3,000
325
$37K 0.01%
252
11 12
13
14 15